AHL Partners’s Sun Life Financial SLF Stock Holding History

AHL Partners’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$6.54M	Buy	158,589 +87,819	+124%	+$3.5M	0.1%	384
2017 Q3	$2.82M	Sell	70,770 -140,492	-67%	-$5.36M	0.05%	560
2017 Q2	$7.55M	Sell	211,262 -114,698	-35%	-$3.96M	0.16%	196
2017 Q1	$11.9M	Sell	325,960 -42,954	-12%	-$1.63M	0.26%	53
2016 Q4	$14.2M	Buy	368,914 +180,547	+96%	+$6.54M	0.43%	12
2016 Q3	$6.13M	Buy	188,367 +151,960	+417%	+$4.89M	0.23%	115
2016 Q2	$1.2M	Sell	36,407 -54,379	-60%	-$1.82M	0.06%	386
2016 Q1	$2.93M	Sell	90,786 -46,708	-34%	-$1.37M	0.18%	115
2015 Q4	$4.29M	Buy	137,494 +55,001	+67%	+$1.81M	0.33%	102
2015 Q3	$2.66M	Sell	82,493 -87,348	-51%	-$2.83M	0.42%	34
2015 Q2	$5.67M	Buy	169,841 +67,939	+67%	+$2.24M	0.23%	130
2015 Q1	$3.14M	Buy	101,902 +95,596	+1,516%	+$3.05M	0.13%	394
2014 Q4	$227K	Sell	6,306 -1,393	-18%	-$49.8K	0.01%	711
2014 Q3	$279K	Buy	+7,699	New	+$289K	0.02%	611

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AHL Partners's SLF Position: Q4 2017 in Review

AHL Partners increased its Sun Life Financial (SLF) stake by 124% in Q4 2017, buying an estimated $3.5M and bringing the position to 158,589 shares worth $6.54M. The position accounts for 0.1% of the portfolio, ranked #384.

AHL Partners first reported a position in SLF in Q3 2014 and has held it in 14 quarters since. The position peaked at $14.2M in Q4 2016. 307 funds tracked by Wall St. Rank hold SLF as of Q4 2017.

AHL Partners held 158,589 shares of Sun Life Financial worth $6.54M as of Q4 2017.
AHL Partners bought 87,819 Sun Life Financial shares in Q4 2017, an estimated $3.5M.
Sun Life Financial made up 0.1% of AHL Partners's portfolio in Q4 2017, its #384 holding.
AHL Partners first reported a position in Sun Life Financial in Q3 2014 and has held it in 14 quarters since.
AHL Partners's Sun Life Financial position peaked at $14.2M in Q4 2016.
307 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.